China-Singapore Jingwei client May 11th (Monday, 11th) After the two cities opened higher in the morning, a strong shock pattern was staged, and then the Shanghai stock index's gains narrowed. Demand for cement building materials has accelerated, and home appliances, automobiles, communications, etc. are all trending well. The pork concept and aquatic products have undergone various adjustments. In the afternoon, the index showed a continuous pullback, with the GEM index falling by more than 1%.
As of the close, the Shanghai Composite Index reported 2894.80 points, a decrease of 0.02%, and the volume of transactions was 271.931 billion yuan; the Shenzhen Component Index reported 10969.28 points, a decrease of 0.29%, and the volume of transactions was 412.801 billion yuan; the GEM Index reported 2102.83 points, a decrease of 1.05%.
Wind screenshot
On the disk, cement manufacturing, logistics, white goods, optical optoelectronics, shipbuilding and other sectors led the rise; feed, tourism comprehensive, livestock and poultry farming, rare metals, gold and other sectors were among the top decliners.
In terms of concept stocks, superconducting concepts, capital leaders, cement, tire pressure monitoring, and express delivery ranked first, while pork, the ASEAN Free Trade Zone, chicken farming, dairy industry, and medical informatization led the decline.
In terms of individual stocks, 1,518 stocks rose, of which 136 stocks such as Jebsen shares, Huashengchang, Shiji Information rose more than 5%. 2,141 stocks fell, of which 28 stocks such as Huaxing Ventures, Donghua Software, ST Chengcheng and others fell more than 5%.
In terms of turnover rate, a total of 45 stocks have a turnover rate of over 20%, of which Ruixin Technology has the highest turnover rate of 74.84%.
Debon Securities Research believes that the short-term probability of A shares is showing an upward trend. Recently, the epidemic prevention and control level of most provinces and cities in China has been gradually adjusted to three levels, and entertainment venues will also be gradually opened. The market remains optimistic about the restoration of the economy and profit in the second quarter. Policy orientation. In the future, we can gradually pay attention to the service industries such as transportation, film and television, and tourism that were previously affected, and the technology style is gradually being restored.
Aijian Securities pointed out that the short-term driving force of the market comes from economic recovery and the introduction of policies. Therefore, emerging industries are the main areas of thematic investment opportunities and are worthy of repeated exploration. The thematic opportunities of new and old infrastructure will be the main characteristics of the market for a period of time in the future, and the low-valuation sectors such as consumer will also reflect the characteristics of transactions in the short term, so short-term volatility risks also need to be cautious.
In terms of configuration, Wanlian Securities recommends that one is to pay attention to the repair of infrastructure and real estate industry chain, as the construction progresses, the price of upstream steel and coal rises, the demand for midstream cement, waterproof materials, and construction machinery increases, and the valuation of downstream real estate construction companies Value repair; second, focus on technology industries such as new energy vehicles, 5G, consumer electronics, and also have the attributes of consumption and new infrastructure investment; third, focus on optional consumption, with the continuous introduction of stimulus policies such as automobiles, focus on passenger cars The rebound in sales and home appliances and appliances that benefited from the completion of real estate. (Sino-Singapore Jingwei APP)
(The opinions in this article are for reference only and do not constitute investment advice. Investment is risky and you need to be cautious when entering the market.)